Purchases and Sales Made in Q2 2024 in Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB) during Q2 2024. The information is specifically focused on institutions that hold shares of JP MORGAN TR MUN ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13.5K+ 5.94% |
$674K - $683K
|
241K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.8K+ 186.25% |
$639K - $648K
|
19.7K
$981K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12.6K+ 8.06% |
$628K - $637K
|
169K
$8.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12.4K+ 14.09% |
$619K - $628K
|
100K
$5M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12.3KNew |
$615K - $624K
|
12.3K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 4.06% |
$580K - $589K
|
298K
$14.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 20.13% |
$577K - $585K
|
69K
$3.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.72K+ 69.19% |
$485K - $492K
|
23.8K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.64K+ 6.53% |
$481K - $488K
|
157K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.56K+ 89.59% |
$477K - $484K
|
20.2K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.13K+ 7.01% |
$456K - $462K
|
139K
$6.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.89K+ 94.96% |
$444K - $450K
|
18.3K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.82KNew |
$440K - $446K
|
8.82K
$439K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.37K+ 63.96% |
$418K - $424K
|
21.5K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.37K+ 49.88% |
$418K - $424K
|
25.1K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
7.97KNew |
$398K - $404K
|
7.97K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.89K+ 3.37% |
$394K - $399K
|
242K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.59K+ 12.22% |
$379K - $384K
|
69.7K
$3.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.46KNew |
$373K - $378K
|
7.46K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.46KNew |
$372K - $378K
|
7.46K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.44K+ 3.56% |
$372K - $377K
|
217K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 6.32% |
$371K - $376K
|
125K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.4K+ 36.1% |
$369K - $375K
|
27.9K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.3K+ 2.79% |
$364K - $369K
|
269K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.17KNew |
$358K - $363K
|
7.17K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.15K+ 16.41% |
$357K - $362K
|
50.7K
$2.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
7K+ 99.87% |
$349K - $354K
|
14K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7K+ 101.08% |
$349K - $354K
|
13.9K
$694K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.98KNew |
$348K - $353K
|
6.98K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.91K+ 37.05% |
$345K - $350K
|
25.5K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 11.82% |
$333K - $338K
|
63.1K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.63K+ 90.41% |
$331K - $335K
|
14K
$696K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.44KNew |
$322K - $326K
|
6.44K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.34K+ 9.06% |
$316K - $321K
|
76.3K
$3.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.31K+ 61.55% |
$315K - $319K
|
16.6K
$825K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.26K+ 4.55% |
$313K - $317K
|
144K
$7.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.15KNew |
$307K - $311K
|
6.15K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.02K+ 15.3% |
$300K - $305K
|
45.3K
$2.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.97KNew |
$298K - $302K
|
5.97K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.81K+ 3.41% |
$290K - $294K
|
176K
$8.78M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.71K+ 2.41% |
$285K - $289K
|
243K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.6K+ 40.82% |
$280K - $284K
|
19.3K
$963K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.6KNew |
$279K - $283K
|
5.6K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.54K+ 9.8% |
$277K - $280K
|
62.1K
$3.09M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.54K+ 9.8% |
$277K - $280K
|
62.1K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
5.39K+ 6.75% |
$269K - $273K
|
85.2K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.22K+ 8.15% |
$261K - $264K
|
69.3K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.2KNew |
$260K - $263K
|
5.2K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.15KNew |
$257K - $261K
|
5.15K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.07K+ 18.08% |
$253K - $257K
|
33.1K
$1.65M
|